Home Dan Richards

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses why people with internal motivators for their work outperform those who are externally motivated. He shares tips on how to structure variable compensation to improve performance.

  • January 18, 2016 October 30, 2019
  • 06:30

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should segment clients according to their communication preference, since people value very different types of contact. He describes how to tailor outreach strategies to achieve results.

  • January 11, 2016 October 30, 2019
  • 06:20

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research that shows that leaving a legacy is a major hot button for wealthy clients. He explains how to address this topic with prospects.

  • January 4, 2016 October 30, 2019
  • 14:45

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why reflecting on the positive impact you have on your clients can make you more motivated and productive.

  • December 14, 2015 November 9, 2019
  • 06:15

Susan and her team were doing all the right things regarding client contact and appreciation, but they were getting an unsatisfactory response. Part of the problem: The team was failing to tailor their communications to individual clients

  • December 11, 2015 November 6, 2019
  • 00:00

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives innovation tips for your business based on successful strategies from former Google CEO Eric Schmidt.

  • December 7, 2015 November 9, 2019
  • 06:20

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

  • November 30, 2015 November 9, 2019
  • 06:00

The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with your client emotionally

  • November 27, 2015 November 9, 2019
  • 00:00

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality” -- including being generous to coworkers and clients -- drives success.

  • November 23, 2015 November 9, 2019
  • 06:15

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.

  • November 16, 2015 November 9, 2019
  • 06:15